Balasa Dinverno & Foltz’s iShares Russell 2000 Growth ETF IWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $8.06M | Sell |
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|
2022
Q2 | $9.68M | Buy |
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|
2022
Q1 | $9.38M | Buy |
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|
2021
Q4 | $8.87M | Sell |
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|
2021
Q3 | $9M | Sell |
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|
2021
Q2 | $10.2M | Buy |
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|
2021
Q1 | $9.58M | Sell |
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|
2020
Q4 | $9.23M | Sell |
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|
2020
Q3 | $7.58M | Sell |
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|
2020
Q2 | $7.31M | Sell |
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|
2020
Q1 | $7M | Buy |
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|
2019
Q4 | $1.03M | Sell |
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|
2019
Q3 | $973K | Hold |
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|
2019
Q2 | $1.01M | Hold |
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|
2019
Q1 | $992K | Sell |
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|
2018
Q4 | $2.38M | Buy |
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|
2018
Q3 | $685K | Hold |
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|
2018
Q2 | $651K | Hold |
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|
2018
Q1 | $607K | Sell |
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|
2017
Q4 | $607K | Hold |
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|
2017
Q3 | $582K | Hold |
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|
2017
Q2 | $549K | Hold |
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|
2017
Q1 | $526K | Hold |
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|
2016
Q4 | $501K | Hold |
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|
2016
Q3 | $484K | Hold |
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|
2016
Q2 | $446K | Sell |
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|
2016
Q1 | $473K | Buy |
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|
2015
Q4 | $413K | Sell |
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|
2015
Q3 | $948K | Buy |
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|
2015
Q2 | $318K | Hold |
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|
2015
Q1 | $311K | Hold |
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|
2014
Q4 | $292K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $209K | Hold |
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|
2014
Q1 | $206K | Buy |
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